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  • 4450 Black Avenue, Suite A Pleasanton, CA 94566
  • (925) 469-1040

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Howard Hertz through his affiliation with HD Vest.

 
Howard started preparing taxes in 1984 while studying at California State University, Hayward. Howard has a BS in Business Administration with an accounting and real estate management option. Howard has spent more than half his life in...

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Sheryl Hertz joined Howard in his practice in 2005. Howard and Sheryl were married in 2010. Sheryl started her second career as tax professional in 2001. Before that she was in retail management and was able to travel and live all over...

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Laura Walsh, CRTP

Office Manager & Financial Assistant to Howard Hertz

(925) 469-1040

(925) 426-8890

Laura joined Tri-Valley Tax & Financial Services, Inc. in January of 2014. As our Office Manager and Financial Assistant she is your point of contact. Laura performs a variety of functions to include supporting Howard with Financial...

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